Products and Services

As part of your planning process, we explore the following services to determine the best fit for your lifestyle.

Investments

Advisory
Equities/Stock
Exchange-Traded Funds (ETFs)
Fixed Income/Bonds
Money Market Funds
Mutual Funds
Options
Unit Investment Trust (UITs)

Access to Lending Services Through Wells Fargo Affiliates

Institutional Consulting Endowments

Foundations
Charitable Techniques
Philanthropic Values for the The Next Generation

Insurance

Disability
Life
Long-term Care

Planning

Estate Planning Strategies
Education Planning
Envision^® Plans
Philanthropic Planning
Retirement & Retirment Income Planning

Alternative Investments

Charitable Gift Funds
Hedge Funds
Managed Futures
Private Capital
Private Equity

Business Succession Planning

Understand Personal & Business Objectives
Implement Appropriate Risk Managment Tactics

“We act as the extra family member who always has time to take your call and help out.”
Elizabeth Mannen

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, HI, IL, IN, KS, MA, MI, MO, NC, NH, NJ, NY, OH, PA, TX, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX